| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC. | $141K | $0 | $141K | 2.62% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $0 | $5K | $5K | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $92K | $0 | $92K | 4.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $6K | $0 | $6K | 2.42% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS BROKERS - SEE ATTACHED | — | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $34K | $0 | $34K | 31.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $43 | $1K | 15.58% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,455 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 71 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,562 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 969 | $5.4M |
| Vision | VISION SERVICE PLAN | 2,201 | $240K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,455 | $2.1M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,455 | $2.1M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,455 | $2.1M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 969 | $5.4M |
| Other(5 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,455 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,455 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.